our current strategies for managing our investment portfolio
None of us are immune to what’s happening in the markets.
We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio. Watch the video above to learn how we’re responding to changes in the market.
Donor advised funds can enhance your clients’ charitable giving goals, and working with your clients on DAFs can also benefit your business.Learn More
Here are six tips to consider as you think about how your charitable giving could impact your tax returns.Learn More